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Chevron

2,480 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 881 increasing their positions, 1,112 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 91

28% more funds holding in top 10

Funds holding in top 10: 3241 (+9)

22% more capital invested

Capital invested by funds: $88.8B → $108B (+$19.1B)

9% more funds holding

Funds holding: 2,2722,480 (+208)

1% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.58B

0.33% more ownership

Funds ownership: 66.07%66.4% (+0.33%)

21% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 1,112

Holders
2,480
Holders Change
+208
Holders Change %
+9.15%
% of All Funds
43.88%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
333
Increased
881
Reduced
1,112
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
2551
Parisi Gray Wealth Management
New Jersey
-$203K -2,816 Closed
AIP
2552
ARS Investment Partners
New York
-$201K -2,798 Closed
FA
2553
Faithward Advisors
Pennsylvania
-$201K -2,792 Closed
SC
2554
Solstein Capital
California
-$124K -1,718 Closed
CL
2555
CSS LLC
Illinois
-$119K -1,652 Closed
CMBA
2556
C.M. Bidwell & Associates
Hawaii
-$102K -1,418 Closed
NIC
2557
Northwest Investment Counselors
Oregon
-$97K -1,343 Closed
SIA
2558
SeaBridge Investment Advisors
New Jersey
-$87K -1,208 Closed
SXL
2559
Summit X LLC
Missouri
-$864 -854 Closed
IWP
2560
Insight Wealth Partners
Texas
-$38K -522 Closed
BWM
2561
BNC Wealth Management
Oregon
-$33K -465 Closed
CCMW
2562
Cypress Capital Management (Wyoming)
Wyoming
-$17K -229 Closed
AWM
2563
Adams Wealth Management
Utah
-$10K -145 Closed
TVWM
2564
Tower View Wealth Management
Wisconsin
-$9K -126 Closed
Ninety One (UK)
2565
Ninety One (UK)
United Kingdom
-$8K -106 Closed
PG
2566
Proffitt & Goodson
Tennessee
-$4K -57 Closed
AWA
2567
Artemis Wealth Advisors
New York
-$3.73K -52 Closed
PWM
2568
Provident Wealth Management
Tennessee
-$3K -45 Closed
BC
2569
Barnett & Company
Tennessee
-$2K -23 Closed
TWP
2570
TFO Wealth Partners
Ohio
-$2K -22 Closed
SMG
2571
Spectrum Management Group
Indiana
-$1K -10 Closed
FGAM
2572
Financial Gravity Asset Management
Texas
+$81 +1 New
JAM
2573
JCIC Asset Management
Ontario, Canada
+$162 +2 New

CVX Hedge Fund Activity: Q4 2020 in Review

2,480 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2020, worth a combined $108B — up 22% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new CVX positions and 91 closed out — a net gain of 242 holders — while 881 added to existing stakes and 1,112 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $343M.

  • 2,480 institutional investors held Chevron (CVX) as of Q4 2020, up from 2,272 in Q3 2020.
  • Funds reported $108B of Chevron stock for Q4 2020, up 22% quarter-over-quarter.
  • 333 funds opened new Chevron positions in Q4 2020 and 91 closed out, a net change of +242 holders.
  • The largest Chevron buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.27B added.
  • The largest Chevron seller in Q4 2020 was Wellington Management Group, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.